FTREFORTREA HLDGS INC
CUSIP 34965K107 · Yahoo Finance ↗ · Google Finance ↗
Fortrea Hldgs Inc (FTRE) has 327 institutional holders in Filings Flow’s 13F database, together reporting 100.14M shares worth $937M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Goldman Sachs Group Inc.
Institutional Holders
327
Q1 2026
Reported Value
$937M
Ticker
FTRE
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Iron Triangle Partners LP$875M AUM | 3.92% | $34M | 1.99M | Q4 2025OLDER |
| Eagle Health Investments LP$572M AUM | 2.15% | $12M | 1.31M | Q1 2026OLDER |
| Park West Asset Management LLC$1.2B AUM | 1.80% | $21M | 2.26M | Q1 2026OLDER |
| Corvex Management LP$2.5B AUM | 1.74% | $44M | 4.64M | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 1.39% | $3M | 293.1K | Q1 2026OLDER |
| Sessa Capital IM, L.P.$5.5B AUM | 0.79% | $43M | 4.59M | Q1 2026OLDER |
| Longaeva Partners L.P.$2.7B AUM | 0.71% | $19M | 2.05M | Q1 2026OLDER |
| PFM Health Sciences, LP$1.1B AUM | 0.28% | $3M | 165.4K | Q4 2025OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.28% | $2M | 120.1K | Q2 2026 |
| PDT Partners, LLC$1.7B AUM | 0.26% | $4M | 473.5K | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 0.26% | $685,964 | 72.8K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.24% | $5M | 293.9K | Q4 2025OLDER |
| nVerses Capital, LLC$110M AUM | 0.21% | $229,650 | 24.4K | Q1 2026OLDER |
| Eversept Partners, LP$1.9B AUM | 0.19% | $4M | 224.1K | Q4 2025OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.18% | $9M | 947.7K | Q1 2026OLDER |
| Gem Investment Advisors, LLC$102M AUM | 0.17% | $172,358 | 18.3K | Q1 2026OLDER |
| HAHN CAPITAL MANAGEMENT LLC$159M AUM | 0.15% | $246,493 | 26.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.15% | $923,678 | 98.1K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $789,257 | 45.8K | Q4 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.11% | $2M | 186.9K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.10% | $3M | 307.1K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.10% | $996,335 | 105.8K | Q1 2026OLDER |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 0.10% | $252,305 | 30.0K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.09% | $1M | 123.7K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.09% | $590,864 | 34.3K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.09% | $17M | 1.81M | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.08% | $154,338 | 16.4K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.08% | $3M | 317.4K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.07% | $157,838 | 9.2K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.07% | $680,896 | 72.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $516,753 | 54.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.06% | $3M | 169.4K | Q2 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $7M | 384.8K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.05% | $8M | 899.0K | Q1 2026OLDER |
| Fund 1 Investments, LLC$872M AUM | 0.05% | $409,111 | 43.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $6M | 667.0K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $290,701 | 30.9K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 0.04% | $185,105 | 22.0K | Q3 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $180,711 | 10.5K | Q4 2025OLDER |
| William B. Walkup & Associates, Inc.$167M AUM | 0.04% | $69,437 | 9.2K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.04% | $103,366 | 11.0K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $185,058 | 10.7K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $424,051 | 45.0K | Q1 2026OLDER |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.03% | $842,000 | 100.0K | Q3 2025OLDER |
| Scientech Research LLC$120M AUM | 0.03% | $91,248 | 10.8K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $241,603 | 28.7K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 232.6K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.02% | $100,559 | 10.7K | Q1 2026OLDER |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.02% | $9M | 500.0K | Q4 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.02% | $1M | 123.5K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.02% | $17M | 1.82M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $659,761 | 38.2K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $13M | 1.43M | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.02% | $3M | 307.3K | Q1 2026OLDER |
| MUFG Securities EMEA plc$6.7B AUM | 0.02% | $1M | 145.0K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.02% | $5M | 498.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 114.8K | Q1 2026OLDER |
| NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM | 0.02% | $355,727 | 37.8K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.02% | $723,909 | 76.8K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $198,772 | 11.5K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $3M | 370.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $380,756 | 40.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $31M | 3.30M | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.01% | $136,270 | 14.5K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.01% | $141,300 | 15.0K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.01% | $666,211 | 70.7K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $4M | 440.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $122,225 | 13.0K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.01% | $253,692 | 14.6K | Q2 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $609,442 | 35.3K | Q4 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.01% | $156,297 | 16.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.01% | $149,223 | 15.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $27,733 | 5.6K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $513,494 | 54.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $879,026 | 51.0K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $57,839 | 6.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $1M | 75.3K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 150.0K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $74,282 | 14.9K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 175.9K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $59,479 | 7.1K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $76M | 8.10M | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 160.1K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.01% | $8M | 855.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $158,021 | 16.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $92,516 | 5.3K | Q2 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $24M | 2.57M | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $591,538 | 62.8K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $12,230 | 709 | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.01% | $98,059 | 11.6K | Q3 2025OLDER |
| ING GROEP NV$16.4B AUM | 0.01% | $1M | 122.1K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $386,220 | 41.0K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.01% | $13,471 | 1.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.01% | $562,035 | 59.7K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.01% | $2M | 102.2K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $194,546 | 11.3K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $183,265 | 18.2K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.01% | $294,987 | 31.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 124.6K | Q3 2025OLDER |
| Torren Management, LLC$201M AUM | 0.01% | $10,842 | 1.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $4M | 208.7K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $220,175 | 26.1K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $530,779 | 56.3K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $112,814 | 12.0K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $23,399 | 2.8K | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.01% | $452,160 | 48.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $188,888 | 10.9K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.00% | $150,710 | 15.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,624 | 326 | Q4 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $3M | 314.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $127,124 | 7.3K | Q2 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $2M | 217.6K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.00% | $143,853 | 15.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $30M | 3.21M | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 352.4K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.00% | $9,117 | 968 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $405,512 | 43.0K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $13,791 | 1.5K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $3M | 173.1K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 818.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 147.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $12,748 | 739 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $15M | 1.58M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 451.5K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $8,420 | 1.0K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $298,134 | 31.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 168.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 299.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $103,016 | 10.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $236,360 | 13.7K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $116,382 | 12.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $285,957 | 30.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3M | 337.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $124,777 | 13.2K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $1M | 125.9K | Q3 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $236,150 | 25.1K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $18,371 | 1.1K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 294.8K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $10M | 1.08M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 94.8K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $199,384 | 21.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $654,690 | 69.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $262,950 | 27.9K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $126,859 | 13.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $184,302 | 19.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $105,165 | 11.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $12M | 1.30M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $43M | 2.47M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $143M | 15.15M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $111,342 | 10.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 157.6K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 156.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $430,127 | 45.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $4M | 449.1K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 227.6K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $71,893 | 7.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $293,639 | 31.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 132.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $144M | 8.33M | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $237,883 | 25.3K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $423,518 | 50.3K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $127,509 | 13.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $223,508 | 23.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 237.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $71,950 | 7.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $467,205 | 27.1K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $35M | 3.70M | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $67,466 | 13.7K | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $54,128 | 5.7K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $230,790 | 24.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $762,144 | 80.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $188,939 | 11.0K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $185,579 | 19.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 133.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $6M | 603.6K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $239,080 | 25.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $22M | 2.37M | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $83,282 | 9.9K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $19,000 | 2.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $39M | 4.11M | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 220.9K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $362,233 | 21.0K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 132.4K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $43,125 | 2.5K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $42,400 | 4.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 1.00M | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $676,723 | 71.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $100,173 | 11.9K | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $4M | 211.0K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $17,977 | 2.1K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 130.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $99,607 | 10.6K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.00% | $2,262 | 130 | Q2 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.00% | $4,719 | 501 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $890,652 | 94.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $215,247 | 22.9K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $182,850 | 10.6K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $754,985 | 80.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $33,173 | 3.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 719.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $946,389 | 100.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 252.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 182.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 563.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $38M | 4.04M | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $17,400 | 1.0K | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $2,070 | 120 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $216,066 | 22.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $155,771 | 16.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $29,558 | 3.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $563,948 | 59.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 540.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 578.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $512,024 | 54.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $3,674 | 213 | Q2 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $1,687 | 179 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $3,768 | 400 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $181,806 | 19.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $325,150 | 34.5K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 130.9K | Q3 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 136.2K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $7,301 | 775 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $233,965 | 24.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 233.2K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $999 | 106 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $962,127 | 102.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $8,625 | 500 | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $188,240 | 20.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $12M | 1.24M | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $1,516 | 180 | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,940 | 312 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 1.01M | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.00% | $9,929 | 1.1K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $932 | 54 | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $413,613 | 43.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $29,098 | 3.1K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $593 | 63 | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.00% | $1,255 | 149 | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,082 | 221 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $942 | 100 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $584,285 | 62.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,585 | 591 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $267,268 | 28.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $946,323 | 100.5K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $2,332 | 134 | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.00% | $1,760 | 102 | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $9,464 | 1.1K | Q3 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $805 | 86 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 211.3K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $240,088 | 25.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 194.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $931 | 54 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $162,978 | 19.4K | Q3 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $123,269 | 14.6K | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $113,003 | 12.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $272,238 | 28.9K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $236,602 | 28.1K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $244,190 | 14.2K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,349 | 674 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,374 | 252 | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $19,452 | 2.1K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $942 | 100 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,602 | 170 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,639 | 2.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $568,949 | 67.2K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $357,847 | 38.0K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $94,501 | 10.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $499,542 | 53.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 151.6K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $725 | 42 | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $1,413 | 150 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $3,391 | 360 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $13,593 | 1.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $14,610 | 1.6K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $432,378 | 45.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,812 | 617 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $716 | 85 | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $175,994 | 18.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $193,751 | 20.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $220,147 | 23.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $62,973 | 6.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $448 | 53.3K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $110,671 | 11.7K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.00% | $337 | 40 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $1,243 | 132 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $377 | 40 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $1,988 | 211 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $429,809 | 45.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 295.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $187,904 | 19.9K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $858 | 91 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,411 | 610 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $796,705 | 84.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $180,713 | 19.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,497 | 265 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,095 | 130 | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $2,845 | 302 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $13,120 | 1.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $142,430 | 15.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $842 | 100 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $9,053 | 961 | Q2 2026 |
| WFA of San Diego, LLC$125M AUM | 0.00% | $207 | 12 | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $137,325 | 14.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $100,503 | 10.7K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.00% | $431 | 25 | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $389 | 22 | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $180,609 | 19.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,167 | 123.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $1,035 | 60 | Q4 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $188 | 20 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $736,000 | 78.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $414 | 24 | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $480 | 51 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,212 | 3.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $20,037 | 2.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $592,398 | 62.9K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $177,096 | 18.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $7,810 | 829 | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $209 | 22 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $7,832 | 454 | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $942 | 100 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $293 | 17 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,184 | 183 | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $575 | 61 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $821,386 | 87.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,902 | 200 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $62,224 | 6.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $161 | 17 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,835 | 929 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $67,118 | 7.1K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $155 | 9 | Q4 2025OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $1,242 | 72 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,139 | 66 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $1,742 | 101 | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $245 | 26 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,680 | 603 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $44,574 | 2.6K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $50,939 | 3.0K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $171,510 | 18.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,663 | 495 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $313 | 18 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $39,337 | 4.2K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $85 | 9 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,518 | 88 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $500 | 53 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $915 | 53 | Q4 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $252 | 30 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $21,666 | 2.3K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $980 | 104 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $89,217 | 9.5K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $87 | 5 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $176,956 | 18.8K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $471 | 50 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $26,048 | 1.5K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $114,556 | 12.2K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $94 | 10 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $349 | 37 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $312 | 37 | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $66 | 7 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $160 | 17 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $236 | 25 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $117,656 | 12.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $110,614 | 11.7K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $198 | 21 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,079 | 62 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $424 | 45 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,484 | 86 | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $126 | 15 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $342 | 36 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $28 | 3 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $226 | 24 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $155,430 | 16.5K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $6 | 328 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $15,995 | 1.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,639 | 174 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $574 | 33 | Q2 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $76 | 8 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $210 | 25 | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $45,941 | 4.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $330 | 35 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $424 | 45 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $245 | 26 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,148 | 228 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $499 | 53 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $207 | 12 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $104 | 11 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,298 | 244 | Q2 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $690 | 40 | Q4 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $57 | 6 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,348 | 160 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $453 | 48 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $35 | 2 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $518 | 55 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $451 | 50 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $94 | 10 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $236 | 25 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.00% | $914 | 97 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5,560 | 613 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $47 | 5 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $273 | 29 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $8 | 1 | Q3 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $19 | 2 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $7 | 0 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $47 | 5 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $75 | 8 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.